Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
YAWKEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 LOWDER BROOK DRIVE 2800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTWOOD, MA02090
A Employer identification number

13-2890749
B Telephone number (see instructions)

(781) 329-7470
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$77,894,595J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 87,350 87,350  
4 Dividends and interest from securities... 1,264,399 1,264,399  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,451,558
b Gross sales price for all assets on line 6a 25,032,026
7 Capital gain net income (from Part IV, line 2)... 3,297,533
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,313 360,265 0
12 Total. Add lines 1 through 11........ 4,806,620 5,009,547 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 308,385 113,517 0 194,868
14 Other employee salaries and wages...... 123,762 45,557 0 78,205
15 Pension plans, employee benefits....... 234,626 86,366 0 148,260
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
11,373 4,186 0 7,187
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,221 11,125 0 19,096
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
286,990 256,991 0 29,999
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
66,624 20,620 0 0
19 Depreciation (attach schedule) and depletion... 763 281 0
20 Occupancy.............. 40,276 14,825 0 25,451
21 Travel, conferences, and meetings....... 9,601 1,296 0 8,305
22 Printing and publications.......... 185 67 0 118
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
42,540 13,329 0 29,211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,155,346 568,160 0 540,700
25 Contributions, gifts, grants paid....... 2,903,719 2,903,719
26 Total expenses and disbursements. Add lines 24 and 25 4,059,065 568,160 0 3,444,419
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 747,555
b Net investment income (if negative, enter -0-) 4,441,387
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 109,687 97,055 97,055
2 Savings and temporary cash investments......... 1,426,069 1,693,127 1,693,127
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 949,964 0 0
b Investments—corporate stock (attach schedule)....... 55,565,076 Click to see attachment
List of Attached Documents:
// Content
63,168,607 		63,168,607
c Investments—corporate bonds (attach schedule)....... 7,217,807 Click to see attachment
List of Attached Documents:
// Content
7,300,125 		7,300,125
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,820,054 Click to see attachment
List of Attached Documents:
// Content
4,827,205 		4,827,205
14 Land, buildings, and equipment: basis right arrow808,476
Less: accumulated depreciation (attach schedule) right arrow   808,476 808,476 808,476
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,897,133 77,894,595 77,894,595
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 60,897,133 67,894,595
25 Net assets with donor restrictions............ 10,000,000 10,000,000
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 70,897,133 77,894,595
30 Total liabilities and net assets/fund balances (see instructions). 70,897,133 77,894,595
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
70,897,133
2
Enter amount from Part I, line 27a .....................
2
747,555
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,249,907
4
Add lines 1, 2, and 3 ..........................
4
77,894,595
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
77,894,595
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b IR&M CORE BOND FUND II P    
c IR&M LONG GOVERNMENT CREDIT FUND P    
d IR&M T-BILLS P    
e GQG PARTNERS EM EQUITY FUND LLC P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21,513,684   18,149,374 3,364,310
b     33,548 -33,548
c 109,461     109,461
d 1,968,000   1,918,708 49,292
e     191,982 -191,982
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,364,310
b       -33,548
c       109,461
d       49,292
e       -191,982
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,297,533
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 61,735
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 61,735
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 61,735
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 58,093
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 62,093
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 358
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow358 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY, MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.YAWKEYFOUNDATIONS.ORG
14
The books are in care ofright arrowHIRUT M GEWE CPA Telephone no.right arrow (781) 329-7470

Located atright arrow100 LOWDER BROOK DRIVE - SUITE 2800WESTWOODMA ZIP+4right arrow02090
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN L HARRINGTON BOARD CHAIR / TRUSTEE
4.00 		0 2,063 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
WILLIAM B GUTFARB TRUSTEE
3.00 		0 4,142 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
MAUREEN H BLEDAY CHIEF EXECUTIVE OFFICER
10.00 		94,606 40,430 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
JUSTIN P MORREALE TRUSTEE
3.00 		0 0 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
JOHN M REDMOND CFO / TREASURER
10.00 		63,377 31,882 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
JOHN A DESISTO CHIEF INVESTMENT OFFICER
10.00 		44,340 16,584 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
ALICIA K VERITY CPO / CCO / BOARD SECRETARY
10.00 		68,888 36,453 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
MAICHARIA WEIR LYTLE CPO ELECT
10.00 		37,174 6,576 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
VAUGHAN NELSON PORTFOLIO MGR SVCS 88,009
600 TRAVIS SUITE 3800
HOUSTON,TX770023071
COLUMBIA THREADNEEDLE INVESTMENTS PORTFOLIO MGR SVCS 51,917
290 CONGRESS STREET
BOSTON,MA02210
STATE STREET BANK AND TRUST INVESTMENT CUSTODIAN SVCS 50,581
ONE CONGRESS STREET SUITE 1
BOSTON,MA021142016
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
70,292,429
b
Average of monthly cash balances.......................
1b
154,089
c
Fair market value of all other assets (see instructions)................
1c
4,768,018
d
Total (add lines 1a, b, and c).........................
1d
75,214,536
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
75,214,536
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,128,218
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
74,086,318
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,704,316
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,704,316
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
61,735
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
61,735
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,642,581
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,642,581
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,642,581
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,444,419
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,444,419
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,642,581
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 295,810
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,444,419
a Applied to 2023, but not more than line 2a 295,810
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,148,609
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		493,972
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALLEN-CHASE FOUNDATION

271 PINE NOOK RDPO BOX 7
DEERFIELD,MA01342 		N/A PC SCHOLARSHIP PROGRAM 50,000

ALLEN-CHASE FOUNDATION

271 PINE NOOK RDPO BOX 7
DEERFIELD,MA01342 		N/A PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 25,000

BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT

84 WACHUSETT STREET
JAMAICA PLAIN,MA02130 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

BOY SCOUTS OF AMERICA

9297 MEDICAL PLAZA DRIVE
NORTH CHARLESTON,SC29406 		N/A PC RECREATION & ENRICHMENT CAMP OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

CHILDREN'S RECOVERY CENTER

PO BOX 1499
MYRTLE BEACH,SC29578 		N/A PC CAPITAL SUPPORT FOR NEW BEHAVIORAL AND MENTAL HEALTH FACILITY 25,000

CLEMSON UNIVERSITY FOUNDATION

PO BOX 1889
CLEMSON,SC29633 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 111,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 100,000

ECKHART TOLLE FOUNDATION

1001 SW DISK DR SUITE 250
BEND,OR97702 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 10,000

GEORGETOWN MEMORIAL HOSPITAL

PO BOX 421718
GEORGETOWN,SC29442 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 20,000

HEALTHY LEARNERS

2711 MIDDLEBURG DRIVE STE 304
COLUMBIA,SC29204 		N/A SO I HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 20,000

HELPING HANDS AND HOOVES

PO BOX 1315
MATTAPOISETT,MA027390410 		N/A PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 5,000

HELPING HANDS OF GEORGETOWN

1813 HIGHMARKET ST
GEORGETOWN,SC29440 		N/A PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 20,000

HITCHCOCK WOODS FOUNDATION

PO BOX 1702
AIKEN,SC29802 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000

LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC

9800 S HEALTHPARK DRIVE 405
FORT MYERS,FL33908 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

MATTAPOISETT LAND TRUST INC

PO BOX 31
MATTAPOISETT,MA02739 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 20,000

NATURE CONSERVANCY

1417 STUART ENGALS BLVD STE 100
MT PLEASANT,SC29464 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 15,000

OPEN SPACE INSTITUTE LAND TRUST INC

142 WILLIMAN STREET UNIT A
CHARLESTON,SC29403 		N/A SO I NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000

ROUND THE BEND FARM INC

92 ALLENS NECK ROAD
S DARTMOUTH,MA027481002 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 15,000

SMITH MEDICAL CLINIC INC

99 BASKERVILL DRIVE
PAWLEYS ISLAND,SC29585 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC

131 SPRING ST
CHARLESTON,SC29403 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000

SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES

TOM YAWKEY WILDLIFE CENTERONE
YAWKEY WAY SOUTH
GEORGETOWN,SC29440 		N/A GOV ONGOING SUPPORT FOR CAPITAL, MAINTENANCE & EDUCATION PROGRAMS AT TOM YAWKEY WILDLIFE CTR 2,017,719

SOUTH CAROLINA ENVIRONMENTAL LAW PROJECT INC

PO BOX 1380
PAWLEYS ISLAND,SC29585 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000

ST CHRISTOPHER'S CHILDREN INC

14323 OCEAN HIGHWAY UNIT 4143
PAWLEYS ISLAND,SC29585 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 10,000

THE RED SOX FOUNDATION INC

4 JERSEY STREET
BOSTON,MA02215 		N/A PC BASEBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 25,000

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC CAPITAL RENOVATIONS FOR BASEBALL & SPORTS FIELD FACILITIES 50,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC SCHOLARSHIP PROGRAM 50,000
Total .................................right arrow 3a 2,903,719
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 87,350  
4 Dividends and interest from securities ....     14 1,264,399  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,451,558  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECURITY LITIGATION INCOME 		    01 2,811  
bMISC. INCOME     01 502  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,806,620 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,806,620
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX FEES 30,221 11,125 0 19,096

TY 2024 GeneralExplanationAttachment
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Identifier Return Reference Explanation
CONSERVATION LAND - $808,476 PART II, LINE 14 IN JUNE 2002, THE FOUNDATION RECEIVED A CONTRIBUTION OF AN UNDIVIDED TWO-THIRDS INTEREST IN CERTAIN REAL ESTATE KNOWN AS CAT ISLAND PLANTATION, WHICH IS MANAGED BY SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES AND SURROUNDED BY THE TOM YAWKEY WILDLIFE CENTER. THE CONTRIBUTION WAS MADE BY THE NATURE CONSERVANCY AND IS CARRIED AT $808,476, WHICH EQUALS ITS FAIR MARKET VALUE AS OF THE DATE OF THE CONTRIBUTION.
PARTNERSHIP INVESTMENT CAPITAL GAINS AND LOSSES 990-PF, PART IV, LINE 1 AS A LIMITED PARTNER IN VARIOUS PARTNERSHIP INVESTMENTS, CAPITAL GAIN AND LOSS DETAILS WERE PROVIDED TO YAWKEY FOUNDATION AS NET INCOME (LOSS) TOTALS PER FORMS K-1. AS DETAILS RELATING TO GROSS SALES PRICE AND COST BASIS HAVE NOT BEEN PROVIDED TO YAWKEY FOUNDATION, THE FOUNDATION HAS REPORTED INCOME FROM PARTNERSHIPS THAT HAVE GENERATED A NET CAPITAL GAIN IN COLUMN (E) AND HAVE REPORTED LOSSES FROM PARTNERSHIPS THAT HAVE GENERATED A NET CAPITAL LOSS IN COLUMN (G) ON FORM 990-PF, PART IV.

TY 2024 InvestmentsCorpBondsSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Name of Bond End of Year Book Value End of Year Fair Market Value
IR+M CORE BOND FUND II 7,300,125 7,300,125

TY 2024 InvestmentsCorpStockSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC 94,732 94,732
ABBOTT LABORATORIES 260,719 260,719
ABBVIE INC 430,212 430,212
ACCENTURE PLC CL A 340,885 340,885
AGILENT TECHNOLOGIES INC 103,442 103,442
ALLEGION PLC 84,942 84,942
ALLSTATE CORP 78,080 78,080
AMEREN CORPORATION 110,444 110,444
AMERICAN ELECTRIC POWER 130,598 130,598
AMETEK INC 94,637 94,637
ANALOG DEVICES INC 326,976 326,976
APOLLO GLOBAL MANAGEMENT INC 209,093 209,093
ARES MANAGEMENT CORP A 151,361 151,361
ARGA EMERGING MARKETS VALUE FU 3,130,933 3,130,933
AT+T INC 322,241 322,241
AUTOMATIC DATA PROCESSING 292,730 292,730
AUTOZONE INC 99,262 99,262
AVALONBAY COMMUNITIES INC 103,826 103,826
AVANTOR INC 106,614 106,614
AVERY DENNISON CORP 85,518 85,518
AXON ENTERPRISE INC 279,330 279,330
AZEK CO INC/THE 155,702 155,702
BANK OF AMERICA CORP 405,790 405,790
BANK OF NEW YORK MELLON CORP 260,684 260,684
BECTON DICKINSON AND CO 95,739 95,739
BEST BUY CO INC 92,235 92,235
BLACKROCK INC 269,604 269,604
BLACKSTONE INC 111,901 111,901
BLUE OWL CAPITAL INC 109,787 109,787
BOOZ ALLEN HAMILTON HOLDINGS 87,001 87,001
BRISTOL MYERS SQUIBB CO 250,052 250,052
BROADCOM INC 491,037 491,037
BRUKER CORP 107,568 107,568
BUILDERS FIRSTSOURCE INC 87,902 87,902
CACI INTERNATIONAL INC CL A 115,157 115,157
CARNIVAL CORP 303,899 303,899
CDW CORP/DE 104,424 104,424
CELESTICA INC 61,841 61,841
CHEVRON CORP 389,185 389,185
CHUBB LTD 339,849 339,849
CISCO SYSTEMS INC 433,818 433,818
CME GROUP INC 259,865 259,865
CMS ENERGY CORP 86,778 86,778
COCA COLA CO/THE 235,841 235,841
COMCAST CORP CLASS A 357,397 357,397
COMERICA INC 196,065 196,065
CONOCOPHILLIPS 120,690 120,690
CRANE CO 93,326 93,326
CSX CORP 94,067 94,067
CUMMINS INC 111,901 111,901
CUSHMAN + WAKEFIELD PLC 301,625 301,625
DICK S SPORTING GOODS INC 110,987 110,987
DODGE + COX INTERNATIONAL STOC 1,610,289 1,610,289
DOMINO S PIZZA INC 195,188 195,188
DOORDASH INC A 135,039 135,039
DR HORTON INC 95,777 95,777
DTE ENERGY COMPANY 66,413 66,413
EASTGROUP PROPERTIES INC 387,582 387,582
EBAY INC 111,448 111,448
EMBRAER SA SPON ADR 201,923 201,923
ENTERGY CORP 187,882 187,882
EOG RESOURCES INC 198,825 198,825
EXTRA SPACE STORAGE INC 88,264 88,264
EXXON MOBIL CORP 434,045 434,045
FABRINET 71,461 71,461
FLOWSERVE CORP 148,689 148,689
GE VERNOVA INC 161,176 161,176
GENERAL MILLS INC 162,103 162,103
GENUINE PARTS CO 77,996 77,996
GQG PARTNERS EMERGING MARKETS 2,659,028 2,659,028
HELIOS TECHNOLOGIES INC 150,214 150,214
HERC HOLDINGS INC 190,277 190,277
HOME DEPOT INC 471,456 471,456
HONEYWELL INTERNATIONAL INC 338,609 338,609
HOOD RIVER SMALL CAP GROWTH FU 2,666,070 2,666,070
HUBBELL INC 131,950 131,950
ILLINOIS TOOL WORKS 200,820 200,820
INTL BUSINESS MACHINES CORP 324,469 324,469
JOHNSON + JOHNSON 471,895 471,895
JPMORGAN CHASE + CO 876,140 876,140
KEMPER CORP 123,246 123,246
KLA CORP 161,941 161,941
LAM RESEARCH CORP 162,084 162,084
LINCOLN ELECTRIC HOLDINGS 93,735 93,735
LINDE PLC 224,407 224,407
LOCKHEED MARTIN CORP 201,179 201,179
MARSH + MCLENNAN COS 341,555 341,555
MARVELL TECHNOLOGY INC 504,204 504,204
MCDONALD S CORP 331,344 331,344
MEDTRONIC PLC 154,807 154,807
MERCK + CO. INC. 221,542 221,542
MFS INTERNATIONAL GROWTH FUND 1,678,972 1,678,972
MICROSOFT CORP 695,475 695,475
MONDELEZ INTERNATIONAL INC A 213,117 213,117
MONGODB INC 72,171 72,171
MONOLITHIC POWER SYSTEMS INC 106,506 106,506
MORGAN STANLEY 293,556 293,556
MOTOROLA SOLUTIONS INC 110,935 110,935
MSCI INC 180,003 180,003
NASDAQ INC 202,166 202,166
NEXTERA ENERGY INC 99,577 99,577
NORTHROP GRUMMAN CORP 219,628 219,628
NVENT ELECTRIC PLC 48,734 48,734
PACKAGING CORP OF AMERICA 111,890 111,890
PARKER HANNIFIN CORP 349,817 349,817
PEPSICO INC 127,274 127,274
PERFORMANCE FOOD GROUP CO 211,375 211,375
PNC FINANCIAL SERVICES GROUP 266,133 266,133
PPG INDUSTRIES INC 142,743 142,743
PROCTER + GAMBLE CO/THE 428,849 428,849
PROLOGIS INC 89,634 89,634
PUBLIC SERVICE ENTERPRISE GP 99,445 99,445
PUBLIC STORAGE 88,934 88,934
QUALCOMM INC 92,633 92,633
RANGE RESOURCES CORP 186,197 186,197
REINSURANCE GROUP OF AMERICA 90,793 90,793
ROYAL CARIBBEAN CRUISES LTD 510,978 510,978
SITEONE LANDSCAPE SUPPLY INC 45,461 45,461
SKECHERS USA INC CL A 195,331 195,331
SOUTHERN CO/THE 208,023 208,023
TECHNIPFMC PLC 275,075 275,075
TEXAS INSTRUMENTS INC 162,196 162,196
TFI INTERNATIONAL INC 118,204 118,204
TJX COMPANIES INC 216,612 216,612
TOLL BROTHERS INC 171,922 171,922
TRANE TECHNOLOGIES PLC 228,258 228,258
TYLER TECHNOLOGIES INC 242,189 242,189
UNION PACIFIC CORP 245,143 245,143
UNITEDHEALTH GROUP INC 522,048 522,048
VALERO ENERGY CORP 186,214 186,214
VANGUARD DEVELOPED MARKETS IND 4,903,050 4,903,050
VANGUARD GROWTH INDEX FUND 17,377,645 17,377,645
VERTIV HOLDINGS CO A 47,148 47,148
VISA INC CLASS A SHARES 237,346 237,346
VISTRA CORP 186,814 186,814
VULCAN MATERIALS CO 299,673 299,673
WALMART INC 601,641 601,641
WALT DISNEY CO/THE 241,073 241,073
WASTE MANAGEMENT INC 193,517 193,517
WEC ENERGY GROUP INC 111,720 111,720
WELLS FARGO + CO 363,562 363,562
WESTERN ALLIANCE BANCORP 205,926 205,926
XPO INC 234,103 234,103
ZIONS BANCORP NA 217,814 217,814

TY 2024 InvestmentsOtherSchedule2
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MILLSTREET CRDT OFF FUND LTD FMV 4,827,205 4,827,205

TY 2024 LegalFeesSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 11,373 4,186 0 7,187


TY 2024 OtherExpensesSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,164 428 0 736
D & O INSURANCE 15,004 5,523 0 9,481
EQUIPMENT & FURNITURE MAINTENANCE AND REPAIRS 262 96 0 166
EQUIPMENT RENTAL & REPAIRS 1,102 406 0 696
FILING FEES 2,224 819 0 1,405
MAINTENANCE AGREEMENTS 14,487 3,151 0 11,336
MEMBERSHIP DUES 2,088 769 0 1,319
OFFICE & GENERAL SUPPLIES 1,108 408 0 700
OTHER MISCELLANEOUS EXPENSES 2,499 919 0 1,580
POSTAGE & SHIPPING 450 166 0 284
PROFESSIONAL DEVELOPMENT AND TRAINING 616 227 0 389
PUBLICATIONS & SUBSCRIPTIONS 650 91 0 559
TELEPHONE 886 326 0 560


TY 2024 OtherIncomeSchedule2
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP K-1S - OTHER INCOME   356,952 0
SECURITY LITIGATION INCOME 2,811 2,811 0
MISC. INCOME 502 502 0


TY 2024 OtherIncreasesSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Description Amount
NET CHANGE IN UNREALIZED VALUE OF INVESTMENTS 6,249,907


TY 2024 OtherProfessionalFeesSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACTUARIAL SERVICES 2,396 882 0 1,514
HUMAN RESOURCE AND STAFFING SERVICES` 18,084 5,042 0 13,042
INFORMATION TECHNOLOGY SERVICES 14,553 1,835 0 12,718
INVESTMENT ADVISORY SERVICES 40,922 40,922 0 0
INVESTMENT CUSTODIAN SERVICES 50,581 50,581 0 0
PORTFOLIO MANAGEMENT SERVICES 157,729 157,729 0 0
STRATEGIC COMMUNICATIONS 2,725 0 0 2,725


TY 2024 TaxesSchedule
Name:
YAWKEY FOUNDATION
EIN:
13-2890749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID AND WITHHELD 20,620 20,620 0 0
FEDERAL TAXES PAID 46,004 0 0 0